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Lynx Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Lynx Investment Advisory’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$507K Buy
4,596
+1,825
+66% +$202K 0.24% 94
2025
Q4 		$304K Sell
2,771
-211
-7% -$23.4K 0.17% 129
2025
Q3 		$332K Buy
2,982
+21
+0.7% +$2.32K 0.2% 111
2025
Q2 		$326K Sell
2,961
-260
-8% -$28.4K 0.21% 106
2025
Q1 		$358K Buy
3,221
+38
+1% +$4.13K 0.24% 86
2024
Q4 		$339K Buy
3,183
+300
+10% +$32.5K 0.23% 97
2024
Q3 		$318K Buy
2,883
+4
+0.1% +$435 0.23% 97
2024
Q2 		$307K Buy
+2,879
New +$306K 0.23% 90

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lynx Investment Advisory's TIP Position: Q1 2026 in Review

Lynx Investment Advisory increased its iShares TIPS Bond ETF (TIP) stake by 66% in Q1 2026, buying an estimated $202K and bringing the position to 4,596 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #94.

Lynx Investment Advisory first reported a position in TIP in Q2 2024 and has held it in 8 quarters since. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Lynx Investment Advisory held 4,596 shares of iShares TIPS Bond ETF worth $507K as of Q1 2026.
  • Lynx Investment Advisory bought 1,825 iShares TIPS Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares TIPS Bond ETF made up 0.24% of Lynx Investment Advisory's portfolio in Q1 2026, its #94 holding.
  • Lynx Investment Advisory first reported a position in iShares TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.